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Work History

May 2015Present

KYC team associate

China Trust Commercial Bank
      • Reviewed over 1000+ clients documents in the course of 2 months and performed customer due diligence function across to ensure the legitimacy of each account
      • Ensure the verification process is in accordance with local regulatory and policies
      • Managed legal risk and regulatory risk by verifying and identifying clients using Dow Jones risk and compliance system and in-house name checking system.
      • Ensure clients are correctly classified as prescribed by Policy and Regulatory expectations.
      Mar 2015Jun 2015

      Part-Time Account Assistant

      Coxell Digital Limited
        • Preformed AP/AR functions on a daily basis , including preparing, inputting and verifying over 100+ invoices
        • Supervised weekly stock take , authorized their report and exercised internal control
        • Reviewed and verified over 2000+ orders and calculated their corresponding costs in respect to the current exchange rate
        • Organized confidential data of 3 different companies
            Dec 2012Dec 2014

            Supervisor

            Max Brenner
              • Proven ability to work well under pressure and capable to meet deadlines
              • 7 years' experience of customer servicing, and managing complex projects within time and budget constraints
              • Coached new staff and motivated them led to overachieve 120% of sale goal for 2 weeks
                  • Reduced stock waste by 50% by efficiently managing inventory levels, performing routine inspection and following up on store management procedures on a daily basis
                  May 2010Jul 2010

                  Tax Helper

                  Australian Taxation Office
                    • Processed over 200+ tax returns and helped over 250+ individuals in 2 months
                    • Analyzed over 800 financial statements , income statements and advised clients for their taxation solutions
                    • Helped clients to make their claims with a 90% outcome of clients being fully refunded
                        20082009

                        Working Holiday in Australia

                        Education

                        20102013

                        B.B

                        University of Technology Sydney

                        Bachelor of business (majoring Finance) 

                        20062008

                        Higher Diploma

                        Institution of vocational education (Tsing Yi) 

                        Higher Diploma in Animatronics 

                        Qualification

                        Photoshop
                        Adobe Illustrator
                        MS Office
                        VBA

                        Certifications

                        Jan 2015Present

                        Insurance Intermediaries Qualifying Examination Paper I, II, III, V 

                        Jan 2015Present

                        Securities and Futures Intermediaries VII, VIII